At a Glance
- Tasks: Lead complex analytical tasks and support client relationships in investment banking.
- Company: Join UBS, a global leader in wealth management and investment banking.
- Benefits: Flexible working options, supportive team culture, and opportunities for growth.
- Other info: Collaborative culture focused on diversity and inclusion.
- Why this job: Make an impact in a dynamic environment while developing your skills.
- Qualifications: Degree holder with financial modelling experience and strong communication skills.
The predicted salary is between 50000 - 70000 £ per year.
Your role: Do you have experience in coverage and execution? Do you have experience of maintaining client relationships.
Responsibilities:
- Independent, proactively tackling complex analytical and execution tasks with limited supervision
- Collaborative, able to lead day-to-day execution across corporate broking and the full suite of investment banking products, including M&A, ECM and DCM
- Thoughtful, with the ability to synthesise complex analysis into clear, client-ready outputs
- Client focused, delivering for our clients while building relationships, both externally and within UBS
- A team player, contributing to team culture and developing junior bankers through coaching and constructive feedback
- Dynamic, comfortable running multiple workstreams across different projects, products and sectors in parallel
- Markets-aware, with a genuine interest in companies and capital markets, able to deliver succinct market updates, and clearly explain market movements to clients
Your team: The UBS UK Corporate Broking & Advisory team is looking for a dynamic and driven individual to join our London-based franchise as an Associate. Our Associates are central to day-to-day client coverage and transaction execution: they help strengthen client relationships while running core analytical and process workstreams across transactions. On execution, they build and analyse financial models and valuations, produce client materials, coordinate internal and external advisers, run diligence and support negotiations across M&A and capital markets processes. Our Associates also play a key part in delivering corporate broking advice to our clients: they support coverage of retained listed clients by staying close to markets, clearly explaining market dynamics and drivers to management teams, and bringing market context into ongoing corporate finance and strategy dialogue.
Scope of responsibilities:
- Corporate Broking – supporting investor relations and management teams on ongoing corporate finance and equity-market related topics, and contributing to the retained adviser dialogue
- M&A – executing public and private transactions, including valuation work, financial analysis, process management and materials preparation
- ECM – working alongside specialist teams on IPOs and equity raise processes (e.g., rights issues, accelerated bookbuilds and placings)
- DCM / Leveraged Finance & LBOs – supporting financing analysis and execution in partnership with product teams
- Defence and activism planning – supporting clients in preparedness, scenario analysis and execution when required
Your expertise:
- A degree from a university
- History of academic and professional achievement
- Financial modelling and valuation experience
- Financial and accounting skills
- Presentation and communication skills
- Experience training / managing junior team members
- Proficient in spoken and written English; additional languages are a plus but not required
About Us: UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Join us: At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognise that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Investment Banking Associate – UK Team employer: UBS
UBS is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee growth and collaboration. As part of the London-based UK Corporate Broking & Advisory team, you will engage in meaningful work that strengthens client relationships while benefiting from flexible working options and opportunities for professional development. With a commitment to diversity and innovation, UBS empowers its employees to thrive in their careers and contribute to the success of the firm.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Banking Associate – UK Team
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment banking world, especially those who are already at UBS. A friendly chat can open doors and give you insider info on the role.
✨Tip Number 2
Prepare for the interview by brushing up on your financial modelling and valuation skills. Be ready to showcase your analytical prowess and how you can tackle complex tasks independently.
✨Tip Number 3
Show off your client relationship skills! Think of examples where you've built strong relationships or delivered exceptional service. This is key for the Associate role, so have your stories ready.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the UBS team.
We think you need these skills to ace Investment Banking Associate – UK Team
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Banking Associate role. Highlight your experience in coverage and execution, and don’t forget to showcase your analytical skills and client relationship management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment banking and how your background aligns with our team’s needs. Keep it concise but impactful!
Showcase Your Team Spirit:We love team players! In your application, mention any experiences where you’ve collaborated with others or mentored junior team members. This shows you’re not just about individual success but also about lifting others up.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at UBS
✨Know Your Numbers
Brush up on your financial modelling and valuation skills. Be prepared to discuss specific examples of how you've tackled complex analytical tasks in the past. This will show that you can handle the demands of the role and provide client-ready outputs.
✨Client Relationships Matter
Think about your previous experiences maintaining client relationships. Prepare to share stories that highlight your ability to build rapport and deliver for clients, as this is crucial for the Associate role.
✨Stay Market Savvy
Demonstrate your knowledge of current market trends and dynamics. Be ready to explain recent market movements and how they might impact clients. This shows you're proactive and genuinely interested in the capital markets.
✨Team Player Attitude
Prepare to discuss how you've contributed to team culture in previous roles. Think of examples where you've coached or provided constructive feedback to junior team members, as collaboration is key in this position.